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POWR vs. DVUT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

POWR vs. DVUT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Power Infrastructure ETF (POWR) and WEBs Utilities XLU Defined Volatility ETF (DVUT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, POWR achieves a 17.55% return, which is significantly higher than DVUT's 7.47% return.


POWR

1D
-1.96%
1M
-0.61%
YTD
17.55%
6M
16.63%
1Y
21.00%
3Y*
12.24%
5Y*
14.68%
10Y*
8.74%

DVUT

1D
1.10%
1M
-0.99%
YTD
7.47%
6M
7.72%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

POWR vs. DVUT - Yearly Performance Comparison


Correlation

The correlation between POWR and DVUT is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 23, 2025

0.46

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Return for Risk

POWR vs. DVUT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POWR
POWR Risk / Return Rank: 4444
Overall Rank
POWR Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
POWR Sortino Ratio Rank: 3535
Sortino Ratio Rank
POWR Omega Ratio Rank: 3434
Omega Ratio Rank
POWR Calmar Ratio Rank: 6363
Calmar Ratio Rank
POWR Martin Ratio Rank: 5252
Martin Ratio Rank

DVUT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POWR vs. DVUT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Power Infrastructure ETF (POWR) and WEBs Utilities XLU Defined Volatility ETF (DVUT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


POWRDVUTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.22

Calmar ratioReturn relative to maximum drawdown

2.98

Martin ratioReturn relative to average drawdown

8.63

POWR vs. DVUT - Sharpe Ratio Comparison


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Drawdowns

POWR vs. DVUT - Drawdown Comparison

The maximum POWR drawdown since its inception was -65.98%, which is greater than DVUT's maximum drawdown of -18.27%. Use the drawdown chart below to compare losses from any high point for POWR and DVUT.


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Drawdown Indicators


POWRDVUTDifference

Max Drawdown

Largest peak-to-trough decline

-65.98%

-18.27%

-47.71%

Max Drawdown (1Y)

Largest decline over 1 year

-7.09%

Max Drawdown (3Y)

Largest decline over 3 years

-23.14%

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

Max Drawdown (10Y)

Largest decline over 10 years

-63.42%

Current Drawdown

Current decline from peak

-2.27%

-10.07%

+7.80%

Average Drawdown

Average peak-to-trough decline

-18.09%

-7.86%

-10.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.45%

Volatility

POWR vs. DVUT - Volatility Comparison


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Volatility by Period


POWRDVUTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.33%

Volatility (6M)

Calculated over the trailing 6-month period

12.75%

Volatility (1Y)

Calculated over the trailing 1-year period

16.94%

26.24%

-9.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.08%

26.24%

-3.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.52%

26.24%

-0.72%

POWR vs. DVUT - Expense Ratio Comparison

POWR has a 0.40% expense ratio, which is lower than DVUT's 0.89% expense ratio.


Dividends

POWR vs. DVUT - Dividend Comparison

POWR's dividend yield for the trailing twelve months is around 5.48%, while DVUT has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DVUT
WEBs Utilities XLU Defined Volatility ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
POWR
iShares U.S. Power Infrastructure ETF
5.48%7.56%4.36%4.16%4.82%3.94%3.96%5.71%3.17%3.11%2.75%3.42%

Frequently Asked Questions


POWR and DVUT have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, POWR is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

POWR is cheaper with a 0.40% expense ratio, compared with 0.89% for DVUT.

POWR has the higher dividend yield at 5.48%, compared with 0.00% for DVUT.

They also come from different issuers: iShares and WEBs. Their fees differ too: 0.40% for POWR and 0.89% for DVUT.

Portfolio Optimizer

Find the right allocation for POWR and DVUT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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